Primerica, Inc.
PRI- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001475922
In the last 90 days, Primerica, Inc. insiders filed 0 open-market purchases and 3 sales; 528 institutions reported holding it in 13F filings for Q2 2026, worth $8.30B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Primerica, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 320
- +25 vs. Q3 2022
- Shares held
- 33.5M
- −143.2K (−0.4%) vs. Q3 2022
- Total value
- $4.74B
- +$593.1M (+14.3%) vs. Q3 2022
- New holders
- 53
- 92 more added
- Sold out
- 28
- 103 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PRI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 528 | $8.30B |
| Q1 2026 | 512 | $7.44B |
| Q4 2025 | 515 | $7.73B |
| Q3 2025 | 499 | $8.31B |
| Q2 2025 | 519 | $8.33B |
| Q1 2025 | 512 | $8.74B |
| Q4 2024 | 491 | $8.26B |
| Q3 2024 | 452 | $8.19B |
| Q2 2024 | 410 | $7.49B |
| Q1 2024 | 400 | $7.97B |
| Q4 2023 | 396 | $6.51B |
| Q3 2023 | 368 | $6.29B |
| Q2 2023 | 363 | $6.52B |
| Q1 2023 | 352 | $5.73B |
| Q4 2022 | 320 | $4.74B |
| Q3 2022 | 300 | $4.20B |
| Q2 2022 | 313 | $4.10B |
| Q1 2022 | 323 | $4.76B |
| Q4 2021 | 337 | $5.44B |
| Q3 2021 | 309 | $5.47B |
| Q2 2021 | 319 | $5.46B |
| Q1 2021 | 322 | $5.27B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 1,644 | $233.2K | 0.03% | +1,644 | New |
| CWM Advisors, LLC | 1,661 | $235.6K | 0.03% | −6−0.4% | Reduced |
| Mariner, LLC | 1,728 | $245.0K | 0.00% | +1,728 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,740 | $246.8K | 0.00% | −2,472−58.7% | Reduced |
| Janney Montgomery Scott LLC | 1,792 | $254.0K | 0.00% | +25+1.4% | Added |
| Oppenheimer Asset Management Inc. | 1,802 | $255.6K | 0.00% | −19−1.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,823 | $259.0K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,837 | $260.5K | 0.22% | 00.0% | Unchanged |
| Holocene Advisors, LP | 1,856 | $263.2K | 0.00% | −15,724−89.4% | Reduced |
| Wealth Alliance | 1,893 | $268.5K | 0.05% | −61−3.1% | Reduced |
| Cetera Advisor Networks LLC | 1,895 | $268.7K | 0.00% | +1,895 | New |
| Shelton Capital Management | 1,917 | $271.9K | 0.03% | −174−8.3% | Reduced |
| Vaughan David Investments LLC | 1,938 | $275.0K | 0.01% | −342−15.0% | Reduced |
| Sendero Wealth Management, LLC | 1,964 | $278.5K | 0.10% | +1,964 | New |
| Utah Retirement Systems | 2,000 | $283.6K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,000 | $284.0K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 2,059 | $292.1K | 0.00% | +267+14.9% | Added |
| Cubist Systematic Strategies, LLC | 2,084 | $295.6K | 0.00% | +1,796+623.6% | Added |
| SYSTM Wealth Solutions LLC | 2,098 | $297.5K | 0.04% | +2,098 | New |
| Financial & Tax Architects, LLC | 1,969 | $299.7K | 0.10% | +7+0.4% | Added |
| Coldstream Capital Management Inc | 2,207 | $313.0K | 0.01% | +2,207 | New |
| Intrust Bank NA | 2,209 | $313.3K | 0.04% | −52−2.3% | Reduced |
| Summit Trail Advisors, LLC | 2,220 | $314.8K | 0.01% | +31+1.4% | Added |
| Commonwealth Equity Services, LLC | 2,222 | $315.0K | 0.00% | −470−17.5% | Reduced |
| Panagora Asset Management Inc | 2,233 | $316.7K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,283 | $323.8K | 0.01% | +256+12.6% | Added |
| Los Angeles Capital Management LLC | 2,306 | $327.0K | 0.00% | −1,229−34.8% | Reduced |
| Kolinsky Wealth Management, LLC | 2,361 | $335.0K | 0.38% | +22+0.9% | Added |
| Wellington Shields Capital Management, LLC | 115,056 | $340.4K | 0.04% | +14,696+14.6% | Added |
| Kestra Private Wealth Services, LLC | 2,447 | $347.0K | 0.02% | −5−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,501 | $355.0K | 0.00% | +531+27.0% | Added |
| Captrust Financial Advisors | 2,785 | $395.0K | 0.00% | +25+0.9% | Added |
| BTC Capital Management, Inc. | 2,786 | $395.1K | 0.05% | −201−6.7% | Reduced |
| SG Americas Securities, LLC | 2,799 | $397.0K | 0.01% | −3,787−57.5% | Reduced |
| M&T Bank Corp | 2,857 | $405.2K | 0.00% | +2,857 | New |
| Crossmark Global Holdings, Inc. | 2,871 | $408.0K | 0.01% | −309−9.7% | Reduced |
| Neuberger Berman Group LLC | 2,900 | $411.3K | 0.00% | +317+12.3% | Added |
| D.A. Davidson & Co. | 3,023 | $428.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,070 | $435.4K | 0.00% | −604−16.4% | Reduced |
| Keybank National Association | 3,075 | $436.1K | 0.00% | +1,135+58.5% | Added |
| Connable Office Inc | 3,100 | $440.0K | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,137 | $444.9K | 0.01% | +3,137 | New |
| Becker Capital Management Inc | 3,300 | $468.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,414 | $484.2K | 0.01% | −1,995−36.9% | Reduced |
| Securian Asset Management, Inc | 3,420 | $485.0K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 3,506 | $497.2K | 0.00% | +3,506 | New |
| South Dakota Investment Council | 3,590 | $509.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,718 | $527.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,949 | $560.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,983 | $564.9K | 0.00% | +3,983 | New |
| ELCO Management Co., LLC | 4,000 | $567.3K | 0.43% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4,143 | $587.6K | 0.14% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,176 | $592.2K | 0.02% | +988+31.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,285 | $607.7K | 0.01% | +308+7.7% | Added |
| Susquehanna International Group, LLP | 4,317 | $612.2K | 0.00% | −8,529−66.4% | Reduced |
| Pathstone Family Office, LLC | 16,126 | $616.4K | 0.01% | −423−2.6% | Reduced |
| US Bancorp | 4,522 | $641.3K | 0.00% | +68+1.5% | Added |
| Pictet Asset Management SA | 4,594 | $652.0K | 0.00% | +1,819+65.5% | Added |
| Shell Asset Management Co | 4,611 | $654.0K | 0.03% | −958−17.2% | Reduced |
| Deutsche Bank AG | 4,652 | $659.7K | 0.00% | +1,604+52.6% | Added |
| Prana Capital Management, LP | 4,654 | $660.0K | 0.05% | +7+0.2% | Added |
| Quantum Private Wealth, LLC | 4,690 | $665.1K | 0.42% | −310−6.2% | Reduced |
| KB Financial Partners, LLC | 4,795 | $680.0K | 0.23% | −344−6.7% | Reduced |
| Dixon Fnancial Services, Inc. | 4,857 | $688.8K | 0.49% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,875 | $691.0K | 0.03% | +4,875 | New |
| Xponance, Inc. | 4,889 | $693.4K | 0.01% | +465+10.5% | Added |
| Barclays PLC | 4,968 | $704.6K | 0.00% | −998−16.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $709.1K | 0.11% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,028 | $713.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,092 | $722.1K | 0.00% | +529+11.6% | Added |
| SkyView Investment Advisors, LLC | 5,114 | $725.0K | 0.22% | −303−5.6% | Reduced |
| Citigroup Inc | 5,155 | $731.1K | 0.00% | −4,948−49.0% | Reduced |
| Bokf, NA | 5,178 | $734.3K | 0.01% | −56−1.1% | Reduced |
| Brinker Capital Investments, LLC | 5,272 | $747.6K | 0.01% | −189−3.5% | Reduced |
| Kingsview Wealth Management, LLC | 5,345 | $758.0K | 0.03% | +3,329+165.1% | Added |
| First Trust Advisors LP | 5,380 | $763.0K | 0.00% | −9,175−63.0% | Reduced |
| Dana Investment Advisors, Inc. | 5,418 | $768.4K | 0.04% | +1,191+28.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,465 | $775.0K | 0.06% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,469 | $776.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,563 | $788.9K | 0.00% | +2,861+105.9% | Added |
| 1832 Asset Management L.P. | 5,600 | $794.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,610 | $795.6K | 0.00% | +680+13.8% | Added |
| Interval Partners, LP | 5,640 | $799.9K | 0.06% | +5,640 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,710 | $809.8K | 0.00% | +577+11.2% | Added |
| Prudential Financial Inc | 5,772 | $818.6K | 0.00% | +39+0.7% | Added |
| LPL Financial LLC | 5,816 | $824.8K | 0.00% | +326+5.9% | Added |
| Handelsbanken Fonder AB | 5,837 | $828.0K | 0.01% | −1,500−20.4% | Reduced |
| New Mexico Educational Retirement Board | 6,000 | $851.0K | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,044 | $857.0K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,101 | $865.0K | 0.01% | +556+10.0% | Added |
| Public Employees Retirement Association of Colorado | 6,131 | $869.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,156 | $873.5K | 0.00% | +2,302+59.7% | Added |
| Man Group plc | 6,412 | $909.4K | 0.00% | −19,011−74.8% | Reduced |
| EP Wealth Advisors, LLC | 6,503 | $922.3K | 0.02% | +6,503 | New |
| HRT Financial LP | 6,713 | $952.0K | 0.01% | −5,509−45.1% | Reduced |
| HighTower Advisors, LLC | 6,782 | $964.0K | 0.00% | −282−4.0% | Reduced |
| Davenport & Co LLC | 7,021 | $996.0K | 0.01% | −131−1.8% | Reduced |
| Pacer Advisors, Inc. | 7,059 | $1.00M | 0.01% | +7,059 | New |
| Janus Henderson Group PLC | 7,282 | $1.03M | 0.00% | +7,282 | New |
| Intercontinental Wealth Advisors, LLC | 7,620 | $1.08M | 0.32% | −341−4.3% | Reduced |